playfreeroulette| Low-altitude economy doubled and bullish stocks are on the list! List of hot stocks with the top number of surveys conducted by reception institutions in April

　　财联社5月4日讯（编辑 宣林）据Choice数据统计，截至4月30日收盘，沪深京三市4月（4playfreeroulette.1-4.30）共1040家上市公司接受机构调研。具体来看，接待机构调研次数最多的上市公司为顺络电子达9次，华明装备、道通科技、深南电路、长虹美菱并列第二达8次，中控技术、驰宏锌锗、泰嘉股份、广电运通、新风光并列第六为7次，详见下图：

　　按机构来访接待量统计，澜起科技、华明装备、天孚通信、珀莱雅、中控技术、华测检测、宏发股份、迈瑞医疗、海康威视和爱美客接待量位列前十，前三名澜起科技、华明装备和天孚通信机构来访接待量分别达637、552和473家，具体详见下图：

　　根据财联社4.13-4.27期间每周整理的图解牛熊股数据观察发现，当月跑出的多只牛股中，信安世纪、利元亨、苏交科、恒拓开源、天和防务的机构来访接待量位列前五，分别达到90、38、24、18和5家，宝丽迪和飞南资源并列第六为1家。

　　公开资料显示，信安世纪是国内领先的信息安全产品和解决方案提供商，以密码技术为基础支撑，致力于解决网络环境中的身份安全、通信安全和数据安全等信息安全问题。信安世纪4月30日发布机构调研公告称针对低空安全风险和数据加密需求，推出playfreeroulette了“低空共享无人机数据全生命周期加密方案”，该方案通过集成安全密码模块、部署密码网关产品、使用密码资源服务，基于商用密码技术，全面解决无人机重要数据在全生命周期流转过程中的安全问题，入选工信部“工业领域典型案例”。此外，信安世纪作为商用密码领域的领军企业，多年来一直积极推进后量子密码算法研究及行业融合工作。公司已将多种后量子算法融入相关产品中，与多家机构共同开展后量子密码实验课题的研究，综合设计后量子密码的迁移规划及落地实践。

　　利元亨主要从事智能制造装备的研发、生产及销售，其2023年2月10日在互动易表示与国轩高科、苏州清陶能源已建立稳定的合作关系，已为相关客户提供固态电池领域的单机/整线设备。利元亨在4月29日发布的机构调研公告中表示公司固态电池业务早在2020年就开始布局，后为清陶能源陆续提供了化成分容、激光焊接、激光模分一体机、电芯装配线等设备，主要设备已完成交付，部分已验收完成。另外利元亨目前也正陆续与国内外主流固态电池生产商开展技术方案交流，目前进展顺利。得益于平台型技术布局，在固态电池核心工艺方面，比如将来在电池生产中提质降本的关键点-干法电极技术以及固态电池较为核心技术-叠片，利元亨已有较深入研究和积累，拥有相对应专利布局，并已生产出相关设备。

　　低空经济创新发展联盟成员苏交科4月1日迄今股价累计最大涨幅达91%。苏交科在4月24日发布的机构调研公告中表示，苏交科在京津冀、长三角及粤港澳等地区密集布局低空应用飞行服务、无人机设备检测与鉴定、低空飞行培训、低空经济产业发展研究、低空飞行基础设施及监管体系建设、各类应用场景策划与开发等六大业务方向，针对政府主体、投资平台主体及市场应用主体，开拓低空飞行服务新场景、构建低空交通运输新体系、孵化低空经济产业新业态，立足低空产业经济发展和交通运输体系构建，致力打造成为低空经济发展的高端智库型科技企业。公司2023年承接了苏州市通用机场发展战略研究项目、牡丹江海浪机场改扩建项目可研阶段净空障碍物测量项目等低空经济项目，已产生相关收入。今年4月，公司与深圳联合飞机集团签署了低空经济合资项目，双方新设低空经济合资公司。合资公司将围绕低空经济产业发展与低空交通运输两大体系的构建，针对政府、平台公司、应用方等客群主体，提供包括低空经济领域政策与产业发展全过程咨询、低空飞行运营服务一站式解决方案、低空基础设施与飞行管理平台投建管运一体化解决方案等技术服务。

　　民用航空软件供应商恒拓开源4月1日迄今股价累计最大涨幅60%。恒拓开源在4月2日发布的机构调研公告中表示，低空经济在新型基础设施方面，包括设施网、航路网、空联网及服务网等，现有行业从业者各有优势，均有参与的切入点或角度，优势互补，对各方来说不是存量市场内卷，而是增量市场，有足够的业务机遇和市场空间。此外，在3月29日的投资者关系活动记录表中，恒拓开源表示与合作伙伴打造的低空融合解决方案（包括航线规划、空中监视、运行控制、飞行安全、营销、地面保障等数字化系统）已在某知名低空经济试点企业（中国民航局和深圳市政府认定的低空改革试点单位，自建低空基础设施并运营机队）运行，支撑其低空应急救援、低空观光旅游等业务，公司提供软件部分，实现约400万元的收入。该类综合解决方案可直接推广，也是公司打造“天网、地网、互联网”+“五大职能”的低空融合（有人机、无人机）服务平台的基础。

Shares of Tiantian and Defense, a low-altitude economic concept, have risen 87% so far on April 1. The company is guided by military and civilian needs, and the layout has low-altitude related business. In the business direction of military equipment, the layout includes low-altitude close defense, intelligent three-dimensional border and coastal defense, key area air defense, comprehensive perception of battlefield environment, and so on. Core products include: man-portable air defense missile combat command system series, field communication command system and other products. In the direction of low-altitude air traffic control support business, the layout includes low-altitude flight service support, aviation emergency rescue and other services. the core products include: low-altitude radar for air surveillance and command, integrated navigation operation support system, navigable flight service station, general airport mobile tower vehicle, navigation company operation platform, UAV flight assistance system, etc. Among them, general airport mobile tower trolley, aviation emergency mobile tower trolley, low-altitude flight service (station) system and other products have sales or rental contracts. The aviation emergency flight service guarantee platform and the 5G air traffic control service communication access platform have been verified in the application environment; low-altitude surveillance radar and scene surveillance radar are the innovative achievements of the State Ministry of Science and Technology and the Civil Aviation Administration of China respectively. The verification of the navigable airport has been completed.

Polaroid shares, which superimpose the dual concepts of new materials and photoresist, have risen 125% since April 1. Baolidi said in the institutional research announcement released on April 8th that covalent organic framework materials are popular research materials in academic circles. Yaoke New Materials (Suzhou) Co., Ltd. based on the molten green synthesis technology developed by Professor Zhang Zhenjie of Nankai University, can prepare COFs materials under solvent-free green synthesis conditions, and has achieved small-scale, pilot-scale and ton production of COFs and other new materials. Many series of COFs super adsorbent products successfully developed by Yaoke have application value in nuclear waste treatment, water pollutant removal, VOCs treatment and other fields, and can provide efficient, economical and environmentally friendly solutions for environmental protection companies, resin companies, pharmaceutical companies and biotechnology companies. In addition, Polaroid said on the interactive platform on July 31, 2023 that Polaroid has successfully developed a red nano-color paste, which can be used in the field of photoresist. At present, the company has completed some photoresist sample verification, and is carrying out multi-batch, repeatability, stability and other application tests.

Feinan Resources, which is mainly engaged in hazardous waste disposal business and recycling business of renewable resources, said in an institutional research announcement disclosed on April 29 that the Guangxi Feinan Project was completed in 2023, mainly expanding the hazardous waste market such as copper-containing sludge in Guangxi, and concentrated production of nickel powder mainly based on nickel metal to build a complete industrial chain. At present, the post-resource production line has been put into trial operation, producing nickel powder and copper powder and realizing sales in the first quarter of 2024. In terms of project reserve, Guangdong Mingnan project, a holding subsidiary, has a planned hazardous waste disposal capacity of 150000 tons per year, which mainly disposes of waste incineration fly ash, incineration residue and industrial solid waste containing copper and nickel. At present, the project is carrying out site formation and other related work. Ganzhou Feinan Project Planning Resources, a holding subsidiary, comprehensively utilizes industrial waste salt of 400000 tons per year, producing sodium chloride, sodium sulfate, caustic soda, liquid chlorine, hydrochloric acid and other resource products, further extending the resource chain and improving the industrial layout. At present, the project has obtained the project land and is going through the pre-construction formalities.